Financial Planning

Allen Financial is a team of local professionals with a unique blend of state-of-the-art technology, extensive financial education and experience, and a hometown understanding of our clients’ lifestyles and goals.

We share more than a common interest in your financial security—we share an interest in our community and life in Maine. We work hard to make it the best it can be.

In addition to independent investment management and retirement planning services, we are a full-service provider of employee benefits and insurance planning.

Financial Planning

No matter what your level of wealth, working with us can help you pursue your goals. Together, you’ll go through a comprehensive financial planning process for managing your financial life and creating a long-term plan customized to your needs.

Allen Financial is a team of local professionals with a unique blend of state-of-the-art technology, extensive financial education and experience, and a hometown understanding of our clients’ lifestyles and goals. We share more than a common interest in your financial security—we share an interest in our community and life in Maine. We work hard to make it the best it can be.

We offer a complete array of financial planning services and we look forward to working with you to create a financial plan that meets your specific goals.

Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. In addition to independent investment management and retirement planning services, Allen Financial is a full-service provider of employee benefits and insurance planning.